Whittier Trust’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $33M | Buy |
45,686
+178
| +0.4% | +$123K | 0.37% | 64 |
|
|
2025
Q4 | $28.4M | Sell |
45,508
-1,591
| -3% | -$884K | 0.31% | 70 |
|
|
2025
Q3 | $23.4M | Sell |
47,099
-1,545
| -3% | -$660K | 0.27% | 75 |
|
|
2025
Q2 | $18.9M | Sell |
48,644
-548
| -1% | -$183K | 0.23% | 86 |
|
|
2025
Q1 | $16.2M | Sell |
49,192
-1,024
| -2% | -$365K | 0.23% | 91 |
|
|
2024
Q4 | $18.2M | Buy |
50,216
+762
| +2% | +$296K | 0.24% | 83 |
|
|
2024
Q3 | $19.3M | Sell |
49,454
-457
| -0.9% | -$158K | 0.26% | 83 |
|
|
2024
Q2 | $16.6M | Sell |
49,911
-1,437
| -3% | -$498K | 0.24% | 82 |
|
|
2024
Q1 | $18.8M | Sell |
51,348
-746
| -1% | -$238K | 0.27% | 80 |
|
|
2023
Q4 | $15.4M | Buy |
52,094
+82
| +0.2% | +$21.3K | 0.25% | 89 |
|
|
2023
Q3 | $14.2M | Buy |
52,012
+339
| +0.7% | +$92K | 0.25% | 87 |
|
|
2023
Q2 | $12.7M | Sell |
51,673
-683
| -1% | -$152K | 0.22% | 100 |
|
|
2023
Q1 | $12M | Sell |
52,356
-223
| -0.4% | -$53.9K | 0.22% | 105 |
|
|
2022
Q4 | $12.6M | Sell |
52,579
-1,337
| -2% | -$291K | 0.25% | 97 |
|
|
2022
Q3 | $8.85M | Sell |
53,916
-4,449
| -8% | -$813K | 0.19% | 124 |
|
|
2022
Q2 | $10.4M | Sell |
58,365
-3,366
| -5% | -$709K | 0.21% | 109 |
|
|
2022
Q1 | $13.8M | Buy |
61,731
+346
| +0.6% | +$72.6K | 0.23% | 103 |
|
|
2021
Q4 | $12.7M | Buy |
61,385
+261
| +0.4% | +$52.6K | 0.21% | 114 |
|
|
2021
Q3 | $11.7M | Sell |
61,124
-489
| -0.8% | -$102K | 0.21% | 108 |
|
|
2021
Q2 | $13.4M | Buy |
61,613
+667
| +1% | +$154K | 0.24% | 100 |
|
|
2021
Q1 | $14.1M | Sell |
60,946
-53,302
| -47% | -$11M | 0.27% | 92 |
|
|
2020
Q4 | $20.8M | Buy |
114,248
+57,945
| +103% | +$9.83M | 0.44% | 55 |
|
|
2020
Q3 | $8.4M | Buy |
56,303
+151
| +0.3% | +$21.2K | 0.2% | 112 |
|
|
2020
Q2 | $7.1M | Sell |
56,152
-1,055
| -2% | -$125K | 0.2% | 123 |
|
|
2020
Q1 | $6.64M | Sell |
57,207
-3,473
| -6% | -$444K | 0.22% | 115 |
|
|
2019
Q4 | $8.96M | Sell |
60,680
-479
| -0.8% | -$66.8K | 0.24% | 109 |
|
|
2019
Q3 | $7.72M | Buy |
61,159
+419
| +0.7% | +$53.2K | 0.22% | 116 |
|
|
2019
Q2 | $8.28M | Sell |
60,740
-556
| -0.9% | -$73.5K | 0.24% | 104 |
|
|
2019
Q1 | $8.3M | Buy |
61,296
+54
| +0.1% | +$7.17K | 0.25% | 99 |
|
|
2018
Q4 | $7.78M | Sell |
61,242
-107
| -0.2% | -$13.9K | 0.27% | 100 |
|
|
2018
Q3 | $9.36M | Sell |
61,349
-2,822
| -4% | -$399K | 0.29% | 99 |
|
|
2018
Q2 | $8.71M | Sell |
64,171
-2,873
| -4% | -$429K | 0.29% | 99 |
|
|
2018
Q1 | $9.88M | Sell |
67,044
-1,452
| -2% | -$229K | 0.33% | 88 |
|
|
2017
Q4 | $10.8M | Sell |
68,496
-605
| -0.9% | -$83.9K | 0.38% | 76 |
|
|
2017
Q3 | $8.62M | Sell |
69,101
-1,631
| -2% | -$188K | 0.31% | 93 |
|
|
2017
Q2 | $7.6M | Buy |
70,732
+222
| +0.3% | +$22.6K | 0.29% | 97 |
|
|
2017
Q1 | $6.54M | Buy |
70,510
+721
| +1% | +$68.3K | 0.26% | 106 |
|
|
2016
Q4 | $6.47M | Sell |
69,789
-1,805
| -3% | -$164K | 0.28% | 101 |
|
|
2016
Q3 | $6.36M | Sell |
71,594
-2,930
| -4% | -$240K | 0.28% | 102 |
|
|
2016
Q2 | $5.65M | Sell |
74,524
-4,266
| -5% | -$320K | 0.25% | 114 |
|
|
2016
Q1 | $6.03M | Sell |
78,790
-31,610
| -29% | -$2.12M | 0.27% | 106 |
|
|
2015
Q4 | $7.5M | Sell |
110,400
-32,910
| -23% | -$2.3M | 0.34% | 81 |
|
|
2015
Q3 | $9.37M | Sell |
143,310
-15,103
| -10% | -$1.16M | 0.46% | 61 |
|
|
2015
Q2 | $13.4M | Sell |
158,413
-6,158
| -4% | -$529K | 0.6% | 46 |
|
|
2015
Q1 | $13.2M | Buy |
164,571
+4,871
| +3% | +$405K | 0.6% | 42 |
|
|
2014
Q4 | $14.6M | Sell |
159,700
-3,462
| -2% | -$337K | 0.69% | 35 |
|
|
2014
Q3 | $16.2M | Sell |
163,162
-1,433
| -0.9% | -$152K | 0.79% | 32 |
|
|
2014
Q2 | $17.9M | Sell |
164,595
-28,054
| -15% | -$2.94M | 0.88% | 21 |
|
|
2014
Q1 | $19.1M | Buy |
192,649
+7,400
| +4% | +$698K | 0.98% | 17 |
|
|
2013
Q4 | $16.8M | Buy |
185,249
+24,190
| +15% | +$2.07M | 0.86% | 23 |
|
|
2013
Q3 | $13.4M | Buy |
161,059
+3,657
| +2% | +$309K | 0.73% | 35 |
|
|
2013
Q2 | $13M | Buy |
+157,402
| New | +$13.4M | 0.73% | 33 |
|
Other funds holding CAT
VCM
VPM
Whittier Trust's CAT Position: Q1 2026 in Review
Whittier Trust increased its Caterpillar (CAT) stake by 0.39% in Q1 2026, buying an estimated $123K and bringing the position to 45,686 shares worth $33M. The position accounts for 0.37% of the portfolio, ranked #64.
Whittier Trust first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Whittier Trust held 45,686 shares of Caterpillar worth $33M as of Q1 2026.
- Whittier Trust bought 178 Caterpillar shares in Q1 2026, an estimated $123K.
- Caterpillar made up 0.37% of Whittier Trust's portfolio in Q1 2026, its #64 holding.
- Whittier Trust first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
- 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.